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WHAT TO BRING

All Income Sources

Settlement Sheet

W-2, 1099R Retirement,
Social Security Income
Interest Received
Dividends
Unemployment
Stock Proceeds
Alimony Received
State Refund
Gambling Winnings
Other Income

Teaching Expense
IRA Contribution
Student Loan Interest
Tuition and Fees
Moving Expenses
Alimony Paid
Childcare Expense
Job Travel Expense


Deductions

 
Rental or Business Income

Medical Expenses
Real Estate Taxes
Mortgage Interest
Cash Contributions
Non Cash Contribute
Union Dues
Uniform Purchases
Uniform Cleaning
On the Job Mileage
Job Parking Fees
Job Training Expense
Gambling Losses
Casualty Losses

All Rental/Business Expenses
Advertising
Car and Truck Expenses
Commissions and Fees
Insurance
Interest Paid
Taxes Paid
Legal and Professional Fees
Office Expense
Rent Paid
Repairs and Maintenance
Supplies
Utilities Paid
Travel Expense Paid


Remember to bring two forms of ID, one being pictured, all social security numbers and date of birth of dependents and the childcare providers- name, address and tax ID or SSN.

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